Project Summary Report

This report shows the sum of all hours charged by an individual and the project's organization and project that the hours were charged to. Displayed below are the query screen and the results grouped by (1) Project and (2) Name.

Project Organization - shows all Organizations that each Project belongs to.

Project - use this criteria if you want to search for one or more particular Project(s) when you know its Organization Code and Project Code (The first field of the Project).

Person - all People that assigned to the Projects are shown here.

Date Range - use this criteria to define the date range for which the report will cover.

Grouping - use this criteria to specify that the report summarize by Project or Person.

Rate - use this criteria to specify the rates used to calculate dollar amounts. Based on what you select, the report will either use the person's bill rate or cost rate for all calculations. You can also specify whether the report uses diluted values or not (see Unanet Dilution for more details).

Rate Dilution - use this criteria to specify whether or not the rate will be diluted based on available hours. If you choose to show diluted values, you must enter the available hours for the time period defined by the Date Range selected above.

Note: The rate dilution option works differently based on whether the report is for bill or cost rates. For cost rate reports, the status of the person (exempt, non-exempt or non-employee) will determine whether or not rates will be diluted. In the case of a cost report for exempt employees, rates will be diluted. All other employees will not be diluted for cost reports.

Adjustments - This field defines which adjustments to the time sheet will be reflected in the report. If "No Adjustments" option is selected, all adjustments will be excluded from the report. If "Adjustments using Posted Date within Range" option is selected, only those adjustments that have Post Date within the specified date range will be included in the report. If "Adjustments using Worked Date within Range" option is selected, all adjustments that were applied to the specified date range will be included in the report. "Adjustments using Posted Date within Range" option is selected by default.

Expenses - use this selection criteria to define which expense items will be included in the report -

all expenses that were incurred in the report date range OR
all expenses that were included in the expense vouchers that were completed in the report date range

Note: If your administrator have setup for the reports to display company logo, then the report will look a little different with an extra field appended to the form. Click here for an example. If your administrator have setup for the reports to be able to display different company logos, then the report will look a little different with 2 extra fields appended to the form. Click here for an example.

Project Summary Report - Grouped By Project, Bill Rate

This report includes two sets of amounts:

gross amounts which represent the both billable and non-billable time and expense amounts. The time amounts are calculated based on the number of hours reported and the person's bill rate.
billable amounts which represent the billable time and expenses only. Currently for the purposes of this report, the time and expenses are considered billable if the project type to which the time and expenses were charged was billable.

The information in this report is organized by project.

Project Summary Report - Grouped By Person, Bill Rate

This report contains the same information as the one above, however it is organized by person.

Project Summary Report - Grouped by Person, Cost Rate

Unlike the corresponding Bill Rate version of this report, the gross amounts are not included here. Since the project type, billable vs. non-billable, has no impact on the costs incurred, all time and expenses reported will be shown together regardless of the project type. The time amount will be calculated based on the number of hours reported and the person's cost rate.

Project Summary Report - Bill Dilution

By choosing the Bill Rate Dilution option on the selection criteria screen and specifying the number of available hours, the user will cause the the bill rate of people to be adjusted based on the available hours input by the user.

This report contains the same data as the Grouped By Person, Bill Rate report shown earlier. However, this time a Bill Dilution option was selected and available hours specified was 30. This had no effect on the expenses, however, the time amounts have changed to reflect the dilution factor.

Return to Unanet Table of Contents page